Freelance Customer-Focused Bookkeeper Templates
There is a huge number of templates that someone in the Freelance Customer-Focused Bookkeeper role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Customer-Focused Bookkeeper. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Financial Report
2. Income Statement
3. Balance Sheet
4. Cash Flow Statement
5. Accounts Payable Aging Report
6. Accounts Receivable Aging Report
7. General Ledger
8. Expense Report
9. Sales Invoice
10. Purchase Order
Reports
Reports are often prepared by a Freelance Customer-Focused Bookkeeper to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Profit and Loss Statement
2. Accounts Receivable Aging Report
3. Accounts Payable Aging Report
4. Bank Reconciliation Report
5. Cash Flow Statement
6. Sales Report
7. Expense Report
8. Inventory Report
9. Payroll Report
10. Tax Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Customer-Focused Bookkeeper does and how they do it.
1. New Client Onboarding SOP
2. Accounts Payable SOP
3. Accounts Receivable SOP
4. Bank Reconciliation SOP
5. Financial Reporting SOP
6. Payroll Processing SOP
7. Tax Preparation SOP
8. Month-End Close SOP
9. Budgeting and Forecasting SOP
10. Audit Preparation SOP
Presentations
Freelance Customer-Focused Bookkeeper presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Report Template
2. Budget Analysis Presentation Template
3. Cash Flow Projection Template
4. Expense Tracking Presentation Template
5. Client Invoicing Template
Legal Docs
There are several key times when a Freelance Customer-Focused Bookkeeper needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Invoice Template
4. Purchase Order Template
5. Service Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Customer-Focused Bookkeeper ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Customer-Focused Bookkeeper calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Invoice Due Dates Calendar
3. Expense Tracking Calendar
4. Client Meeting Calendar
5. Tax Filing Deadlines Calendar
Invoice Templates
Several types of Freelance Customer-Focused Bookkeeper invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Sales Invoice
2. Accounts Receivable Invoice
3. Expense Invoice
4. Payroll Invoice
5. Vendor Invoice
Survey Templates
For a Freelance Customer-Focused Bookkeeper to get insights related to the work they do, they need to send out Freelance Customer-Focused Bookkeeper surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Feedback on Service Quality Survey
3. Client Onboarding Experience Survey
4. Monthly Financial Reporting Survey
5. Bookkeeping Process Improvement Survey
Meeting Agendas
Having premade Freelance Customer-Focused Bookkeeper meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Financial Review Meeting
2. Budget Planning Meeting
3. Accounts Receivable Meeting
4. Accounts Payable Meeting
5. Client Onboarding Meeting
Budget Templates
To manage finances well, a Freelance Customer-Focused Bookkeeper would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Invoices and Payments Tracker
3. Business Expenses Tracker
4. Tax Deductions Tracker
5. Savings and Investment Tracker
Dashboards
Dashboards are a useful way for a Freelance Customer-Focused Bookkeeper to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Accounts Receivable Dashboard
3. Accounts Payable Dashboard
4. Cash Flow Dashboard
5. Budget vs Actuals Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Customer-Focused Bookkeeper needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Financial Report Proposal
2. Budget Planning Proposal
3. Tax Preparation Proposal
4. Bookkeeping Services Proposal
5. Financial Analysis Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Customer-Focused Bookkeeper templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.